Bluefin Financial is an SEC registered investment adviser organized as a limited liability company with a primary office location in Moorestown, NJ. Its latest Form ADV filing, dated April 24, 2026, reports $290M in regulatory assets under management, 4 employees, and 708 accounts.
Assets Under Management
$290M
Employees
4
Offices
--
Total Clients
331
Primary office
MOORESTOWN, NJ
212 WEST ROUTE 38, SUITE 106, MOORESTOWN, NJ, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 78.9% of total clients.
Top client categories% of clientsClients
1
Individuals
78.9%
261
2
HNWI
20.5%
68
3
Pension Plans
0.6%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$290Mas of April 24, 2026
Discretionary93.9%
$272M
94% of total RAUM93.9%
Non-discretionary6.1%
$18M
6% of total RAUM6.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$290M
Total Accounts708
10Y AUM Change+$184M (+175.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee83:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.